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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michelle Cortes-Harkins (CRD# 4421054) is an Investment Advisor Representative working at Commonwealth Financial Network in Wolcott, VT and has over 18 years of experience in the finance industry.
Lisa Cruser (CRD# 6642220) is an Investment Advisor Representative working at Cuso Financial Services in Essex Junction, VT and has over 7 years of experience in the finance industry.
Douglas Dailey (CRD# 2891357) is an Investment Advisor Representative working at Champlain Valley Financial Services, LLC in Williston, VT and has over 26 years of experience in the finance industry.
John Davis (CRD# 4307361) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 22 years of experience in the finance industry. John Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sheryl Davis (CRD# 2247621) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 27 years of experience in the finance industry.
John Deans (CRD# 1696906) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Milton, VT and has over 36 years of experience in the finance industry.
Paul Decelles (CRD# 1491088) is an Investment Advisor Representative working at Lpl Financial LLC in Newport, VT and has over 27 years of experience in the finance industry.
Leslie Dee (CRD# 2073120) is an Investment Advisor Representative working at Advice And Planning Services in Williston, VT and has over 5 years of experience in the finance industry.
Steven Dias (CRD# 4185234) is an Investment Advisor Representative working at Citizens Securities, Inc. in Montpelier, VT and has over 11 years of experience in the finance industry.
Matthew Dunne (CRD# 4337633) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 5 years of experience in the finance industry.